401(k) · DOL Form 5500 · 2022

Southern Tea, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
100
Participants Small participant base
41st
Percentile by assets National rank
$31,373
Avg per participant Low balance/head
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Official DOL plan name: Southern Tea, LLC New Jersey 401(k) Plan · Sponsored by Southern Tea, LLC · Georgia · Manufacturing

$3M in assets, 100 participants

Southern Tea, LLC's Southern Tea, LLC New Jersey 401(k) Plan reported $3M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 41st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,064 in Manufacturing (20,602 peers)

Coverage in Georgia

Southern Tea, LLC New Jersey 401(k) Plan covers 100 participants in Georgia, about 9% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#5,064
in Manufacturing (20,602 peers)
-5.5%
assets change YoY

The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Tea, LLC New Jersey 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Southern Tea, LLC New Jersey 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,137,256 41st percentile higher than 41% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southern Tea, LLC New Jersey 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Tea, LLC New Jersey 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 760701392 · Southern Tea, LLC PY 2022 · 401(k)

Southern Tea, LLC New Jersey 401(k) Plan · $3M · 100 · 41st

  • TYPE $3M
  • NET 100
  • BOOK 41st
  • VS-ST 401(k)
  • BOY near The Hodges Group 401(k) Plan
  • SCH ind #5064

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Georgia →

Southern Tea, LLC New Jersey 401(k) Plan in the asset neighbourhood

Southern Tea, LLC New Jersey 401(k) PlanSouthern Tea, LLC New Jersey…$3MThe Hodges Group 401(k) Plan$3MSage Valley LLC Retirement PlanSage Valley LLC Retirement P…$3MMonroe Tool & Manufacturing Co 401 (K)Monroe Tool & Manufacturing …$3MMursion, Inc. Retirement Plan$3M
End-of-year total assets ($M) among Southern Tea, LLC New Jersey 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$182K
Employer EIN760701392
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Tea, LLC)

Sponsor-wide plan assets over time

All Southern Tea, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 56.25234197605378% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $10.6M $4.62M ▼ -56.3%
Year Plans Participants Total Assets
2022 3 259 $11M
2023 3 266 $4M
2024 1 134 $5M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southern Tea, LLC New Jersey 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Southern Tea, LLC New Jersey 401(k) Plan, Total assets ($B): 0.003137256 · Participants: 100Southern Tea, LLC New Jersey 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Southern Tea, LLC New Jersey 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Southern Tea, LLC New Jersey 401(k) Plan side-by-side with 3 peers →

Southern Tea, LLC New Jersey 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Hodges Group 401(k) Plan in PA ($3M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Tea, LLC New Jersey 401(k) Plan assets move in 2022? ▼
Southern Tea, LLC New Jersey 401(k) Plan pulled back noticeably - down 5.5% during 2022, from $3M to $3M. Reported net income was -$182K.
How have Southern Tea, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Tea, LLC's sponsor-wide assets declined 56.3%, from $11M to $5M.
Which 401(k) plans are similar in size to Southern Tea, LLC New Jersey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hodges Group 401(k) Plan in PA ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Southern Tea, LLC New Jersey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760701392.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.